Pre-Chat Form for Web Widget

Now you can collect important visitor details before a conversation starts.

How to Enable:

1. Go to Quick Access → Channels → Web

2. Click Actions → Widget Settings for your web account

3. Under Widget Options, toggle "Enable Pre-Chat Form" and click Submit

Customize Your Form:

You can add up to 5 fields, choosing:

• Field Name

• Field Type (Text, Email, Number, Textarea)

• Required (Yes or No)

What Visitors Will See:

Once enabled, visitors will see a “Chat with Us” form with fields like:

• Name

• Email

• Phone Number (optional)

The information is stored for the session—no need for re-entry during the chat.

Why Use It?

✔️ Personalize conversations
✔️ Collect leads up front
✔️ Route chats smarter

Try it out and streamline your support flow!